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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Hemenway Trust Hemenway Trust
1876
Hemenway Trust Hemenway Trust
New Hampshire
USD 990 M -USD 1.85 M -0.2% 0.28% 87.2% 147 10.2% 4.7
Lavaca Capital
1877
Lavaca Capital
Texas
USD 990 M -USD 14.2 M -1% 2.37% 46.5% 167 19.16% 1.2
Main Management ETF Advisors
1878
Main Management ETF Advisors
California
USD 990 M +USD 29.8 M +3% 1.53% 97.2% 27 0% 1.4
MCF Advisors
1879
MCF Advisors
Kentucky
USD 988 M +USD 20.3 M +2% 0.78% 55.2% 818 30.68% 2.7
Sawgrass Asset Management
1880
Sawgrass Asset Management
Florida
USD 987 M -USD 171 M -15% 0.96% 96.6% 194 23.2% 4.1
WBG
1881
Wharton Business Group
Pennsylvania
USD 986 M -USD 295 M -23% 1.32% 72.5% 127 53.54% 3.8
Sequoia Financial Advisors
1882
Sequoia Financial Advisors
Ohio
USD 984 M -USD 1757 M -64% 0.65% 78.3% 481 47.19% 4.5
Baymount Management
1883
Baymount Management
Florida
USD 983 M +USD 555 M +130% 1.35% – 16 100% 0
Oxbow Advisors
1884
Oxbow Advisors
Texas
USD 983 M +USD 21.5 M +2% 1.8% 66.3% 314 14.65% 3.2
Edenbrook Capital
1885
Edenbrook Capital
New York
USD 983 M -USD 26.8 M -3% 9.67% 267% 25 12% 1.1
Soundwatch Capital
1886
Soundwatch Capital
Connecticut
USD 983 M +USD 882 M +870% 0.34% 68.6% 35 77.14% 0.3
Bogart Wealth LLC
1887
Bogart Wealth LLC
Virginia
USD 982 M +USD 67 M +7% 1.73% 60.5% 806 18.11% 1.8
GSA Capital Partners
1888
GSA Capital Partners
United Kingdom
USD 982 M +USD 92.9 M +10% 3.68% 94.7% 1,940 63.35% 0.3
SFG
1889
Sather Financial Group
Texas
USD 981 M +USD 28.5 M +3% 0.95% 70% 87 42.53% 2
Mizuho Securities USA
1890
Mizuho Securities USA
New York
USD 980 M -USD 255 M -21% 1.82% 99% 375 63.2% 0.3
SCM
1891
Somerset Capital Management
United Kingdom
USD 980 M -USD 109 M -10% 3.17% 7.5% 20 35% 3.1
Catterton Management Company
1892
Catterton Management Company
Connecticut
USD 980 M -USD 1140 M -54% 31.2% 13.2% 3 0% 0.6
Context Capital Management
1893
Context Capital Management
California
USD 979 M -USD 100 M -9% 0.36% 3.38% 613 38.17% 0.4
Independent Financial Group
1894
Independent Financial Group
California
USD 979 M +USD 35.3 M +4% 0.42% 149% 773 18.37% 1
Laird Norton Wetherby Trust Company
1895
Laird Norton Wetherby Trust Company
Washington
USD 978 M +USD 20.2 M +2% 0.82% 88.1% 191 14.14% 0.6
Zions Bancorporation
1896
Zions Bancorporation
Utah
USD 978 M -USD 23.9 M -2% 0.66% 22.9% 1,085 10.78% 2.3
Campbell Newman Asset Management
1897
Campbell Newman Asset Management
Wisconsin
USD 978 M -USD 41.7 M -4% 0.13% 116% 120 4.17% 4.5
Ethic Inc
1898
Ethic Inc
New York
USD 977 M +USD 152 M +18% 1% 130% 663 23.08% 0.9
Texas Capital Bank Wealth Management Services
1899
Texas Capital Bank Wealth Management Services
Texas
USD 977 M +USD 178 M +22% 0.18% 81.9% 156 16.03% 1.2
Twin Capital Management
1900
Twin Capital Management
Pennsylvania
USD 976 M -USD 109 M -10% 0.87% 132% 323 20.43% 2.9